Phillips 66 shares owned by Steel Peak Wealth Management
Quarter-by-quarter ownership of Phillips 66 (PSX) shares owned by Steel Peak Wealth Management
from 13F filings
Historical chart of Steel Peak Wealth Management investment in Phillips 66
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Quarterly reported holdings in Phillips 66 by Steel Peak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 23k | 136.02 |
| 2025-06-30 | $4.3M | 36k | 119.30 |
| 2025-03-31 | $4.2M | 34k | 123.48 |
| 2024-09-30 | $2.0M | 15k | 131.45 |
| 2024-06-30 | $8.4M | 60k | 141.17 |
| 2024-03-31 | $527k | 3.2k | 163.36 |
| 2023-12-31 | $10M | 77k | 133.14 |
| 2023-09-30 | $350k | 2.9k | 120.13 |
| 2023-06-30 | $202k | 2.1k | 95.38 |
| 2022-06-30 | $854k | 10k | 82.01 |
| 2022-03-31 | $1.1M | 13k | 86.40 |
| 2020-06-30 | $504k | 7.0k | 71.94 |
| 2020-03-31 | $859k | 16k | 53.67 |
| 2019-12-31 | $1.3M | 12k | 111.44 |
More positions owned by Steel Peak Wealth Management
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